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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,070 | $56,918+35.4% | $182,531-57.8% | $65,185+18.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 19.56% | 27.67%-8.1pp | 148.57%-129.0pp | 29.38%-9.8pp |
| Employer contribution / active EE | $2,751 | $1,615+70.4% | $4,075-32.5% | $2,177+26.4% |
| Participant deferral / active EE | $7,483 | $3,526+112.2% | $5,525+35.4% | $3,514+113.0% |
| Admin fee / account holder | $376 | $531-29.2% | $8,593-95.6% | $847-55.6% |